Investment Operations Senior Specialist Job at Tier4 Group (Milwaukee)

Senior Technical Operations Treasury Specialist

Mercury is building a complete finance stack for startups. We work hard to creat...

Location

United States , San Francisco; New York; Portland

Salary:

95600.00 - 132800.00 USD / Year

Mercury

Expiration Date

Until further notice

Requirements

Hold active FINRA Series 7, 63, 24
Have 3-5 years of experience in broker-dealer or investment operations with firsthand involvement in trade support, account servicing, or control functions
Demonstrate strong organizational skills, attention to detail, and the ability to manage multiple operational workflows
Be comfortable collaborating across functions and working closely with engineers to refine processes and tooling
Possess a problem-solving mindset with a willingness to learn and grow within a regulated environment
Have excellent written and verbal communication skills, especially in documenting processes and surfacing issues clearly

Job Responsibility

Execute core day-to-day brokerage operations tasks such as account onboarding, account updates, trade settlement support, reconciliations, and exception handling
Work directly with engineering and product teams to troubleshoot operational issues, surface gaps, and test workflow improvements
Partner with compliance and support teams to ensure that operational activities align with regulatory requirements and customer needs
Assist in building and documenting processes, controls, and standard operating procedures to improve scalability and consistency
Identify operational inefficiencies and propose solutions that balance regulatory precision with efficiency
Provide hands-on support for new product or process rollouts, ensuring operational readiness and smooth adoption

What we offer

base salary
equity (stock options)
benefits

Fulltime

New

Investment Operations Senior Specialist

Partner with front office teams, investment management business partners, broker...

Location

United States , Milwaukee

Salary:

Not provided

Tier4 Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business with an emphasis in finance, accounting, management, real estate, or information systems, or equivalent related experience
1–3 years of related investment operations experience preferred
General knowledge of a variety of investment asset classes
Strong verbal and written communication skills
Strong analytical and problem-solving skills
Attention to Detail: Demonstrates a high level of accuracy and thoroughness
Customer Centricity: Applies a customer-first mindset
Customer Service Mindset: Anticipates customer needs
Customer Support: Gathers and analyzes customer information clearly and consistently
Process Improvement: Evaluates current processes to identify and implement improvements

Job Responsibility

Ensure accurate and efficient execution of recurring transactions across public and private managed portfolios, including domestic fixed income, equities, foreign investments, private placements, real estate equity, and mortgage loans
Partner closely with front office teams to support the settlement of investment transactions
Collaborate with senior team members to resolve complex issues and work with custodial banks, brokers, traders, and field offices as needed
Respond to inquiries related to investment holdings, transactions, and activity
Maintain investment data across multiple systems and perform reconciliations
Work closely with Investment Accounting, Financial Management, Legal, and other investment-related teams to research and resolve issues
Ensure timely and accurate investment position and commitment updates, as well as critical investment attributes
Investigate and resolve cash receivable and payable exceptions
Stay current on industry changes and developments that may impact investment processing procedures
Participate in testing, system enhancements, upgrades, new initiatives, and projects involving procedural or workflow changes

What we offer

Competitive Rates
Benefits
free daily lunch when onsite

Fixed Income Service Senior Specialist

This Senior Specialist role within Enterprise Investment Services (EIS), is part...

Location

United Kingdom , London

Salary:

Not provided

Vanguard

Expiration Date

Until further notice

Requirements

Extensive knowledge of fixed income markets
Knowledge of active and indexing strategies
Knowledge of Aladdin
Practical experience in operations
Practical experience in troubleshooting
Practical experience in project management
Practical experience in stakeholder engagement
Strong understanding of the investment lifecycle

Job Responsibility

Delivering daily operational support for Fixed Income Portfolio Managers
Managing Investment Index Data
Coaching team members to handle complex issues and projects independently
Maintaining the Fixed Income Investment Book of Records (IBOR)
Performing start and end-of-day checks
Managing liquidity and cashflows
Monitoring trading activity
Providing actionable insights to the Investments Team

What we offer

Competitive compensation packages
Industry-leading retirement savings plans
Best-in-class medical coverage
On-site clinics and fitness centers
Savings plans for medical expenses
Access to leading mental health resources and providers
Generous paid time off
Educational and training opportunities
Leadership support
Educational assistance plans

Vice President Data Product Owner

Embark on a transformative journey as Vice President Data Product Owner (IRM & C...

Location

India , Pune

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Act as the primary liaison for senior stakeholders across technology, operations, and business units
Influence decision-making and secure alignment on product priorities and investments
Own and manage the product backlog, ensuring clear prioritization and timely delivery
Oversee release planning, sprint prioritization, and coordination of cross-team dependencies
Ensure adherence to data governance principles, privacy regulations, and security standards
Identify and mitigate risks associated with product development and delivery
Track adoption, usage, and performance metrics to assess product success
Recommend enhancements based on data-driven insights and emerging technologies
Build and maintenance of data architectures pipelines that enable the transfer and processing of durable, complete and consistent data
Design and implementation of data warehoused and data lakes that manage the appropriate data volumes and velocity and adhere to the required security measures

Job Responsibility

Spearhead the evolution of defining and executing the strategy, vision, and roadmap for data products that enable Barclays to leverage data as a strategic asset
This role ensures that data products deliver measurable business value, comply with governance standards, and support innovation across multiple business domains

What we offer

Competitive holiday allowance
Life assurance
Private medical care
Pension contribution

Fulltime

New

Trade and Transaction Reporting Operations Specialist

Join Barclays as a Trade and Transaction Reporting Operations (TTRO) Specialist,...

Location

United Kingdom , Glasgow

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Investment Banking knowledge
Risk Management, regulatory awareness and Escalation
Experienced in using technical documents from the transaction reporting industry for project work
High attention to detail and a diligent approach to work with strong problem-solving and decision-making abilities
Ability to work independently and challenge existing processes
PC literate with advanced Excel skills as well as excellent interpersonal and communication skills

Job Responsibility

Support various business areas with day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution
Collaboration with teams across the bank to align and integrate operational processes
Identification of areas for improvement and providing recommendations in operational processes
Development and implementation of operational procedures and controls to mitigate risks and maintain operational efficiency
Development of reports and presentations on operational performance and communicate findings to internal senior stakeholders
Identification of industry trends and developments to implement best practice in banking operations
Participation in projects and initiatives to improve operational efficiency and effectiveness

What we offer

Fitness Suite
fitness classes
an on-site GP
a bicycle store
rooftop bar
clubs and societies
working parents club

Fulltime

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...

Location

Luxembourg , Bertrange

Salary:

275000.00 - 450000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
Extensive experience in providing investment advice and solutions as well as managerial experience
CFA, MBA degree or other advance degree a plus
Demonstrable track record in managing a business P&L
Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
Relevant qualifications and registrations for the country of employment
Bachelor's/University degree, Master's degree preferred
Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
the capacity to effectively engage and influence business partners and navigate through a complex global organization
and the ability to attract, develop and retain talent

Job Responsibility

Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
Provide leadership as the “Face” of the Investments business to all clients in the region
Manages a large team of investment professionals including Investment Counsellors and Product Specialists
Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets

Fulltime

Head – Client Leadership

Mindshare, a GroupM company and part of WPP, is seeking a dynamic and experience...

Location

India , Mumbai

Salary:

Not provided

Mindshare Worldwide

Expiration Date

Until further notice

Requirements

Minimum 18-20 years of work experience in business consultancy, marketing, media agency setup, or a strategic planning role
At least 5 years spent working on media/communications planning related business
Proven track record of collaborating with key decision-makers within organizations
Extensive experience engaging with various stakeholders, including suppliers, advertising/marketing agencies, and media owners
Experience of working on large FMCG and CPG brands is a must
Deep understanding of the media landscape, industry intricacies, business dynamics, brand nuances, and consumer insights
Comprehensive understanding of business principles and practices, with the ability to perceive issues from financial and commercial perspectives
Strong business acumen & Commercial Orientation, understands allocation of resources and the right proposition selling to clients
Ability to understand Offline & Online and their role in shaping clients’ businesses
Understanding of media buying/ planning/ brand investments/ tools used

Job Responsibility

Client Relationship Leadership: Consolidate and strengthen senior client relationships, positioning Mindshare as a trusted business partner and fearless advocate for innovative solutions
Cultivate client satisfaction through proactive feedback solicitation and a consultative approach
Act as a client visionary, providing valuable perspectives based on a deep understanding of their business landscape, challenges, and opportunities
Develop and execute comprehensive strategic approaches aligned with the client’s business objectives, overseeing annual planning with the client team
Day to day point of contact for other client non -campaign related matters
Strategic & Financial Oversight: Oversee business financial accounting, ensuring accuracy and compliance
Manage campaign development schedules and investment charters, including the status of POs/partnerships, risk mitigation for campaign/project delays, and commercial commitments
Supervise, support, and manage work related to business growth and strategic development initiatives
Team Leadership & Collaboration: Inspire and unify the team by articulating shared goals and fostering a collaborative environment
Lead and establish collaborative operating models across senior stakeholders from specialist functions such as Measurement, Data Analytics, and Content

Industry Director - Central & Devolved Government

We’re seeking an innovative Industry Director to own, run, and grow our Central ...

Location

United Kingdom , Any UK Office Hub (Bristol / London / Manchester / Swansea)

Salary:

150000.00 GBP / Year

Made Tech

Expiration Date

Until further notice

Requirements

Proven track record of inspiring leadership in a similar role, with a focus on central government clients
Able to evidence managing high-performing teams with teams in excess of 100+ people, including experience of coaching, managing and influencing a wide range of staff and skill sets
Deep understanding of the central government landscape, policies, and challenges
Familiarity with the latest trends in technology and their application to government initiatives
Will have worked within the Central Government domain with clients such as HMRC, DWP and DEFRA
Exceptional interpersonal and communication skills, with the ability to build and maintain strong relationships at all levels
Able to demonstrate operating at senior levels in Government, with an established CDIO, Chief Operating Officer, CDIO’s, SROs, CEOs and Permanent Secretary network
Strong analytical and strategic thinking skills, with the ability to translate complex issues into actionable plans
Significant experience of P&L management and operational delivery in excess of £50m per annum
Able to evidence strong financial management skills, navigating company-wide P&L’s and demonstrating your ability to balance cost control with investment for growth

Job Responsibility

Developing and executing a comprehensive strategy to enhance Made Tech’s presence and impact within central government
Providing thought leadership on digital transformation, emerging technologies, and innovative solutions relevant to central government needs
Driving the execution of your Industry strategy and the execution of individual account strategies within your client portfolio
Cultivating and strengthening relationships with key stakeholders within central government departments and agencies
Collaborating with clients to understand their challenges and objectives, positioning Made Tech as a trusted partner
Leading and inspiring a multi-disciplined team of client partners, business development executives, technical specialists, industry delivery directors and strategic partners
Fostering a culture of collaboration, innovation, and continuous improvement within your team
Having full accountability for employee-satisfaction of the people in your direct and indirect team
Driving strong operational standards and providing robust management and coaching of your team to support achievement of your growth targets
Taking a ‘hands-on’ approach to leadership across the sales and delivery functions of your business

What we offer

30 days and public holiday entitlement
Pension of up to 16% (up to 8% matched employer/employee contribution)
Life Insurance equivalent to 4 x basic salary
Private Medical Insurance from BUPA or a Cash Plan alternative
Income Protection Cover

Fulltime

Investment Operations Senior Specialist

Tier4 Group

Location:
United States , Milwaukee

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
April 01, 2026

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